+504.3%
MUU vs S
+36.5%
+467.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.6% | -15.6% | -14.2% |
| 7D | -35.9% | -8.2% | -27.7% | -35.2% |
| 30D | -47.1% | -7.6% | -39.5% | -46.9% |
| 3M | -29.8% | +12.0% | -41.8% | -29.1% |
| 6M | +16.0% | +50.6% | -34.6% | +10.0% |
| YTD | +286.1% | +56.6% | +229.5% | +269.0% |
| 1Y | +504.3% | +39.2% | +465.1% | +470.7% |
| All | +504.3% | +36.5% | +467.8% | +470.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded S wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling